Classes

A Lunch & Learn class will be held on November 18, 2026.

A Lunch & Learn class will be held on October 21, 2026.

A Lunch & Learn class will be held on September 16, 2026.

No Lunch & Learn classes are scheduled in December 2026

No Lunch & Learn classes are scheduled in June – August 2026

No Lunch & Learn classes are scheduled in June – August 2026

No Lunch & Learn classes are scheduled in June – August 2026

It’s possible that an evening class will be held in May 2026.

The Lunch & Learn class held on April 15, 2026 will focus on tax planning initiatives and Roth conversions.

The Lunch & Learn class held on March 18, 2026 will focus on estate planning.